Legacy Wealth Management, LLC / Ms Portfolio Holdings

Legacy Wealth Management, LLC / Ms

  • $329 Billion
  • Q2 2025

Legacy Wealth Management, LLC / Ms has filed its 13F form on July 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $329 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $56.8B, Nvidia Corp with a value of $50.4B, Microsoft Corp with a value of $25.8B, Apple Inc. with a value of $22.4B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.5B.

Examining the 13F form we can see an increase of $22.9B in the current position value, from $306B to 329B.

Legacy Wealth Management, LLC / Ms is based out at Ridgeland, MS

Below you can find more details about Legacy Wealth Management, LLC / Ms portfolio as well as his latest detailed transactions.

Portfolio value $329 Billion
Technology: $116 Billion
ETFs: $81.2 Billion
Healthcare: $33.4 Billion
Financial Services: $29.7 Billion
Industrials: $20 Billion
Consumer Cyclical: $14.9 Billion
Communication Services: $13.8 Billion
Consumer Defensive: $11.9 Billion
Other: $6.93 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$50.4 Billion 15.34% of portfolio
319,224
Q2 2025 Added 589.57%
$3.75T
$25.8 Billion 7.85% of portfolio
51,929
Q2 2025 Reduced 1.79%
$3.39T
$22.4 Billion 6.82% of portfolio
109,347
Q2 2025 Reduced 54.47%
$61.7B
$9.45 Billion 2.87% of portfolio
46,165
Q2 2025 Reduced 3.55%
$263B
$7.67 Billion 2.33% of portfolio
78,429
Q2 2025 Reduced 2.18%
$1.07T
$7.54 Billion 2.29% of portfolio
42,782
Q2 2025 Reduced 9.44%
$585B
$7.29 Billion 2.22% of portfolio
20,535
Q2 2025 Reduced 12.16%
$2.27T
$6.72 Billion 2.04% of portfolio
30,642
Q2 2025 Added 24.59%
$147B
$5.35 Billion 1.63% of portfolio
49,850
Q2 2025 Reduced 3.75%
$215B
$5.32 Billion 1.62% of portfolio
36,456
Q2 2025 Reduced 4.61%
$146B
$4.66 Billion 1.42% of portfolio
37,708
Q2 2025 Reduced 3.0%
$283B
$4.66 Billion 1.42% of portfolio
14,939
Q2 2025 Added 77.34%
$66.3B
$4.32 Billion 1.31% of portfolio
13,491
Q2 2025 Reduced 5.73%
$116B
$4.27 Billion 1.3% of portfolio
14,734
Q2 2025 Reduced 2.67%
$160B
$4.21 Billion 1.28% of portfolio
18,089
Q2 2025 Reduced 1.35%
$165B
$3.79 Billion 1.15% of portfolio
9,356
Q2 2025 Reduced 13.23%
$435B
$3.68 Billion 1.12% of portfolio
3,713
Q2 2025 Reduced 3.13%
$376B
$3.63 Billion 1.1% of portfolio
76,674
Q2 2025 Reduced 2.78%
$831B
$3.61 Billion 1.1% of portfolio
12,448
Q2 2025 Reduced 4.56%
$30.1B
$3.5 Billion 1.07% of portfolio
22,239
Q2 2025 Added 14.47%
$148B
$3.36 Billion 1.02% of portfolio
8,491
Q2 2025 Reduced 2.58%
$49.6B
$3.27 Billion 1.0% of portfolio
13,047
Q2 2025 Reduced 1.36%
$233B
$3.24 Billion 0.99% of portfolio
23,831
Q2 2025 Reduced 3.64%
$1.62T
$3.13 Billion 0.95% of portfolio
4,239
Q2 2025 Reduced 16.9%
$120B
$2.89 Billion 0.88% of portfolio
32,214
Q2 2025 Added 15.03%
$13.9B
$2.89 Billion 0.88% of portfolio
16,463
Q2 2025 Added 1,017.65%
$74.1B
$2.84 Billion 0.86% of portfolio
18,194
Q2 2025 Reduced 3.17%
$20B
$2.2 Billion 0.67% of portfolio
39,240
Q2 2025 Reduced 3.36%
$113B
$2.1 Billion 0.64% of portfolio
7,604
Q2 2025 Reduced 12.03%
$174B
$2 Billion 0.61% of portfolio
5,175
Q2 2025 New
$22.4B
$1.76 Billion 0.54% of portfolio
4,317
Q2 2025 New
$140B
$1.69 Billion 0.51% of portfolio
7,595
Q2 2025 Reduced 3.25%
$145B
$1.58 Billion 0.48% of portfolio
6,871
Q2 2025 Reduced 1.79%
$1.08T
$1.56 Billion 0.48% of portfolio
8,812
Q2 2025 Added 2.19%
$474B
$1.54 Billion 0.47% of portfolio
14,275
Q2 2025 Reduced 34.3%
$200B
$1.53 Billion 0.47% of portfolio
52,848
Q2 2025 Reduced 13.39%
$216B
$1.49 Billion 0.45% of portfolio
5,095
Q1 2025 Reduced 6.05%
$6.07B
$1.37 Billion 0.42% of portfolio
28,625
Q2 2025 Reduced 49.74%
$187B
$1.11 Billion 0.34% of portfolio
2,042
Q2 2025 Reduced 7.6%
$18.7B
$959 Million 0.29% of portfolio
18,399
Q2 2025 Reduced 2.76%
$237B
$957 Million 0.29% of portfolio
3,000
Q4 2019 New
$35.9B
$811 Million 0.25% of portfolio
6,873
Q2 2025 Reduced 74.74%
$631B
$680 Million 0.21% of portfolio
1,399
Q2 2025 Reduced 26.87%
$22.1B
$684 Million 0.21% of portfolio
4,335
Q4 2021 New
$120B
$672 Million 0.2% of portfolio
5,048
Q2 2025 Reduced 32.53%
$300B
$594 Million 0.18% of portfolio
8,400
Q1 2025 Reduced 12.75%
$300B
$607 Million 0.18% of portfolio
4,242
Q2 2025 Reduced 10.58%
$113B
$586 Million 0.18% of portfolio
3,917
Q2 2025 Reduced 35.05%
$159B
$541 Million 0.16% of portfolio
1,936
Q4 2024 Added 115.11%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $329 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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